Nonprofit · EIN 36-3544327
SUBURBAN ROTARY CHARITABLE FOUNDATION
Tax-exempt · OMAHA, NE 68127
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $304,029 | $370,938 | -$66,909 | $2,634,956 | $331 | $2,634,625 |
| June 30, 2024 | 990 | $318,504 | $146,973 | $171,531 | $2,622,607 | $76 | $2,622,531 |
| June 30, 2023 | 990 | $408,455 | $113,116 | $295,339 | $2,298,570 | $77 | $2,298,493 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $89,953
- Program service revenue
- $0
- Investment income
- $212,652
- Net gain from sales of assets
- $128,412
- Other revenue
- $1,424
Expenses
- Grants and similar amounts paid
- $319,847
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,443
- Program services (functional)
- $347,609
- Management and general (functional)
- $23,329
Balance sheet and other
- Total assets, start of year
- $2,622,607
- Total assets, end of year
- $2,634,956
- Total liabilities, end of year
- $331
- Net assets, end of year
- $2,634,625
- Publicly traded securities
- $2,571,473
- Net assets without donor restrictions
- $2,415,432
- Net assets with donor restrictions
- $219,193
- Gross receipts
- $795,302
- Employees
- 0
- Volunteers
- 75
- Year formed
- 1987
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DEBORAH DALEY | EXECUTIVE SECRETARY OF CLUB Officer | 18 | $0 | $43,166 |
| ZACH ZILER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| KATIE HENRY | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| DAVE LAFERLA | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| KEVIN WELSH | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| MARLON LOFGREN | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| ALICE SCHUMAKER | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| ALAN STANEK | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| TERRI GREENWOOD | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| DAN WELLENDORF | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| YOLANDA HOFFMAN | SECRETARY Officer | 18 | $0 | $47,869 |
| KATIE HENRY | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| DAVE LAFERLA | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| MARY BERNIER | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN HOICH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| ALAN STANEK | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| TOM KERFOOT | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| DAN WELLENDORF | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| RANDY WIESLER | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| TERRI GREENWOOD | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JENNIFER JIRAK-BRUNGARDT | SECRETARY Officer | 10 | $0 | $47,250 |
| KEVIN WELSH | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| DAVE LAFERLA | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| TOM KERFOOT | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| MARY BERNIER | PAST PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN BINDERUP | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| JOHN HOICH | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| RANDY WIESLER | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| ALAN STANEK | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| TERRI GREENWOOD | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4089 S 84TH ST, OMAHA, NE 68127-1701
- Principal officer (990 for 2024)
- KATIE HENRY, 4089 SOUTH 84TH STREET, OMAHA, NE 68127
- Signed the 990
- KATIE HENRY, PRESIDENT
- Phone
- (402) 619-6721
- Website
- WWW.SUBURBANROTARY.ORG
- Return prepared by
- EIDE BAILLY LLP
Mission
THE MAJOR PURPOSE OF THE FOUNDATION IS PROVIDING SCHOLARSHIPS FOR YOUNG HANDICAPPED MEN AND WOMEN WHO ARE PURSUING POST-HIGH SCHOOL EDUCATION.
Program accomplishments
- PROVIDING FINANCIAL GIFTS TO LOCAL SCHOOLS AND COMMUNITY ORGANIZATIONS TO ENSURE STUDENTS IN NEED HAVE ACCESS TO ESSENTIAL SUPPLIES, NUTRITIOUS MEALS, AND APPROPRIATE CLOTHING - HELPING THEM THRIVE BOTH IN AND OUT OF THE CLASSROOM.Expenses $286,359 · grants $258,597 · revenue $1,424
- SCHOLARHIPS FOR POST-SECONDARY EDUCATION OF YOUNG HANDICAPPED MEN & WOMEN. THIS PROGRAM HAS PROVIDED A SIGNIFICANT CONTRIBUTION TO THE LOCAL COMMUNITY BY FUNDING SCHOLARSHIP FOR HIGH SCHOOL SENIORS WITH PHYSICIAL DISABILITIES TO CONTINUE THEIR POST-HIGH SCHOOL EDUCATION.Expenses $59,500 · grants $59,500
- ROTARY YOUTH LEADERSHIP AWARDS CAMP SCHOLARSHIP IS A PROGRAM IN WHICH RECIPIENTS SPEND A WEEK IN A PROGRAM OF DISCUSSION, INSPIRATIONAL ADDRESSES, LEADERSHIP TRAINING, AND SOCIAL ACTIVITIES DESIGNED TO ENHANCE PERSONAL DEVELOPMENT, LEADERSHIP SKILLS, AND GOOD CITIZENSHIP.Expenses $1,750 · grants $1,750
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3544327
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S82Z)
- Assets (IRS master file)
- $2,634,956
- Income (IRS master file)
- $795,302
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $304,029 | $370,938 | $2,634,956 | XML |
| 990 | June 2024 | $318,504 | $146,973 | $2,622,607 | IRS |
| 990 | June 2023 | $408,455 | $113,116 | $2,298,570 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3544327).
Questions about SUBURBAN ROTARY CHARITABLE FOUNDATION
- What is the EIN of SUBURBAN ROTARY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of SUBURBAN ROTARY CHARITABLE FOUNDATION is 36-3544327.
- Is SUBURBAN ROTARY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to SUBURBAN ROTARY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SUBURBAN ROTARY CHARITABLE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SUBURBAN ROTARY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUBURBAN ROTARY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SUBURBAN ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names KATIE HENRY.
- Who are the officers and directors of SUBURBAN ROTARY CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SUBURBAN ROTARY CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $304,029, expenses of $370,938 and total assets of $2,634,956 at year end.
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All nonprofits in OMAHA · Nebraska · Community improvement and capacity building